Q1. Can I save an invoice as a draft?

• Yes, an invoice can be saved as a draft even if all the mandatory fields are not filled.

Q2. How can I convert a draft invoice to an active one?

• Any draft bill can be converted to active only after all the mandatory fields are filled.

Q3. Can I save payment records as drafts?

• Yes. Similar to draft invoices, you can save a draft payment.

Q4. How can I convert draft payment records to active ones?

• Find the draft payment on an invoice and ensure all the mandatory fields are filled.

• You should then be able to convert it to active.

Q5. Can I delete a draft invoice?

• Yes, you can delete a draft invoice. If the invoice had a draft payment linked, it will also be deleted.

Q6. Can I delete a draft invoice payment?

• Similar to draft bills, draft invoice payments can also be deleted.

Q7. Do draft invoices affect my financial reports?

• No, it does not. Financial reports are only affected once the invoices are active.

Q8. Do draft invoice payments affect my financial reports?

• No, it does not. Financial reports are only affected once the payments are active.

Q9. Can I create a non-base currency draft invoice?

• Yes, the currency setting on an invoice does not affect the ability to save it as a draft.

Q10. Can I create a non-base currency draft invoice payment?

• Yes, you can save an invoice payment as a draft even if it is in non-base currency.